小智港股覆盤 | 11月4日
今日，港股三大指數集體上漲。截止收盤，恆生指數漲0.8%，報25225點。國企指數漲1.09%，報8953點。恆生科技指數漲1.62%，報6375點。市場約831只個股上漲，853只個股下跌。成交額突破1186.06億港幣，和昨天同期相比下跌1.04%。南下資金淨流入9.27億港幣。
盤面上，電氣設備板塊全線走強。中國高速傳動漲超15%；金風科技漲超11%；星凱控股、哈爾濱電氣等多股漲超9%；東方電氣漲超8%。麥格理升金風至「跑贏大市」，目標價上調66%至21.3元；東方電氣2021年第三季淨利約5.18億元，同比增長33.48%。
汽車板塊表現強勁。比亞迪股份漲超7%；長城汽車漲超5%；小鵬汽車-W漲超4%；廣汽集團漲超3%；北京汽車漲超2%。瑞信：維持比亞迪股份“優於大市”評級，目標價350港元；保利協鑫獲瑞信看高至4港元，大行對長城汽車看法存分歧；小鵬汽車-W11月23日舉行董事會會議審批三季度業績；瑞信下調廣汽目標價至10.2元，評級「跑贏大市」。
航空貨運板塊漲幅較前。京東物流漲超6%；嘉泓物流漲超3%；中通快遞-SW、INFINITY L&T、環宇物流(亞洲)等多股漲超1%。花旗：京東物流(2618.HK)估值合理爲行業首選，予目標價44港元。
食品零售板塊全線走低。運興泰集團、COOL LINK等多股跌超8%；展程控股跌超7%；高鑫零售跌超6%；英記茶莊集團跌超3%。大摩下調高鑫零售目標價至3.9元，評級「與大市同步」。
CRO板塊跌幅居前。昭衍新藥跌超6%；藥明生物跌超4%；藥明康德跌超3%；康龍化成跌超2%；方達控股跌超1%。昭衍新藥第三季度淨利潤9427.12萬元，同比增加76.76%；瑞信下調藥明生物目標價至151元，評級「跑贏大市」；Wellington Management Group LLP增持藥明康德約34.52萬股，每股作價約160.63港元。
商業服務板塊走低。盛龍錦秀國際跌超10%；寶聯控股跌超9%；新華通訊頻媒跌超7%；偉鴻集團控股、北控城市資源等多股跌超5%。盛龍錦秀國際預期前9個月股東應佔純利同比增長約102%至1160.5萬元。
uSMART智能寫手的信息、數據均來自媒體公開報道，智能寫手不能保證其完全準確，內容僅供參考，不構成投資建議。
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